Purchases and Sales Made in Q4 2024 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL2000 VAL ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-12- 0.97% |
$1.95K - $2.18K
|
1.22K
$176K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-13- 0.34% |
$2.11K - $2.36K
|
3.79K
$548K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 0.79% |
$2.28K - $2.54K
|
1.76K
$255K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-15- 0.9% |
$2.44K - $2.72K
|
1.64K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-15- 0.38% |
$2.44K - $2.72K
|
3.97K
$575K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-16- 0.55% |
$2.6K - $2.9K
|
2.9K
$420K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-16- 0.83% |
$2.6K - $2.9K
|
1.92K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-17- -0.0% |
$2.77K - $3.08K
|
354K
$51.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-18- 1.36% |
$2.93K - $3.26K
|
1.3K
$188K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-20- 2.59% |
$3.25K - $3.63K
|
752
$109K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-23- 1.48% |
$3.74K - $4.17K
|
1.53K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-25- 0.75% |
$4.07K - $4.53K
|
3.33K
$481K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-25- 0.24% |
$4.07K - $4.53K
|
10.5K
$1.51M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-27- 24.11% |
$4.39K - $4.9K
|
85
$12.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-27- 0.34% |
$4.39K - $4.9K
|
7.83K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-28- 0.07% |
$4.56K - $5.08K
|
39.4K
$5.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-29- 1.12% |
$4.72K - $5.26K
|
2.57K
$372K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-29- 0.11% |
$4.72K - $5.26K
|
26.4K
$3.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-29- 1.02% |
$4.72K - $5.26K
|
2.81K
$407K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-30- 1.29% |
$4.88K - $5.44K
|
2.29K
$332K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-30- 1.4% |
$4.88K - $5.44K
|
2.12K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-31- 1.0% |
$5.04K - $5.62K
|
3.06K
$443K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-32- 1.44% |
$5.21K - $5.8K
|
2.2K
$318K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-32- 0.54% |
$5.21K - $5.8K
|
5.93K
$858K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-34- 0.48% |
$5.53K - $6.17K
|
7.11K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-34- 0.68% |
$5.53K - $6.17K
|
4.97K
$719K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-35- 0.96% |
$5.69K - $6.35K
|
3.62K
$523K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-36- 0.17% |
$5.86K - $6.53K
|
20.8K
$3.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-36- 2.17% |
$5.86K - $6.53K
|
1.62K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-36- 2.13% |
$5.86K - $6.53K
|
1.65K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-38- 0.63% |
$6.18K - $6.89K
|
6.01K
$870K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-39- 1.44% |
$6.34K - $7.07K
|
2.67K
$386K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-41- 0.68% |
$6.67K - $7.44K
|
6.01K
$869K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-43- 1.13% |
$7K - $7.8K
|
3.75K
$542K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-46- 3.54% |
$7.48K - $8.34K
|
1.25K
$181K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-47- 2.33% |
$7.65K - $8.52K
|
1.97K
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-52- 2.41% |
$8.46K - $9.43K
|
2.11K
$305K
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-52- 0.23% |
$8.46K - $9.43K
|
22.8K
$3.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-53- 0.71% |
$8.62K - $9.61K
|
7.45K
$1.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-54- 1.13% |
$8.79K - $9.79K
|
4.71K
$682K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-57- 80.28% |
$9.27K - $10.3K
|
14
$2.03K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-57- 3.47% |
$9.27K - $10.3K
|
1.59K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-60- 0.84% |
$9.76K - $10.9K
|
7.07K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-65- 86.67% |
$10.6K - $11.8K
|
10
$1.45K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-67- 10.89% |
$10.9K - $12.2K
|
548
$79.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-68- 2.22% |
$11.1K - $12.3K
|
3K
$434K
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-69- 2.25% |
$11.2K - $12.5K
|
3K
$434K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-71- 4.53% |
$11.6K - $12.9K
|
1.5K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-73- 2.49% |
$11.9K - $13.2K
|
2.86K
$414K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-75- 25.0% |
$12.2K - $13.6K
|
225
$32.5K
|